How do I export separations to Excel?

Last reviewed · Part of Offboarding and employee separation

The Export To Excel button is available on the All Cases and Archive tabs. It exports the current grid data (including applied filters) to a professional Excel spreadsheet.

  • Button is hidden on the Active and Reports tabs (use the Reports dashboard and its standard reports for reporting)
  • Export respects current filter and sort state
  • Produces a formatted workbook with column headers

Still stuck? Contact support and tell us which article you were reading.